How to Automate Emails After Web Form Submissions for Lead Follow-Up

We are excited to announce the launch of our new feature that enables an automatic email response when someone completes a webform and triggers a webhook! This latest addition will allow you to engage leads in real-time by automatically sending personalized messages immediately after a form is submitted.


Webforms and Webhooks Explained: A Quick Refresher

Here’s a simple breakdown if you need a quick refresher on web forms and webhooks.

A web form is a form embedded on your website that collects key information from visitors, such as their name, email, or other relevant details. Commonly used for contact requests, newsletter signups, or event registrations, web forms help capture important lead data directly from your website.

A webhook, on the other hand, is a tool that automates the transfer of that information as soon as a web form is submitted. The webhook instantly sends the data to your system, triggering actions like sending personalized emails or updating lead profiles in real time.

Together, webforms and webhooks allow you to not only collect information but act on it immediately. This seamless integration helps your business stay responsive and ensures every lead receives prompt attention through automated workflow

lead-capture-block_image

Free Guide

The ABCs of CRM

A Beginner's Guide to Understanding &
Using a CRM

download now

Download Free

All fields are required.

Please Enter Valid Email

Automating Lead Engagement with Webhooks and Web Forms

Webforms and webhooks both offer the ability to automate lead engagement through automatic emails, saving you time and effort. When someone submits a web form—whether for a lead interest form, newsletter sign-up, or event registration—their details are instantly captured and can trigger an automatic email response. Similarly, a webhook enables real-time data transfer after a specific event, like form submission, to automatically send out emails without any manual intervention.

Imagine you have a lead generation form on your website offering a free ebook or resource in exchange for the visitor’s name and email address. When a potential lead fills out the form, their details are automatically captured, and an immediate follow-up email is sent thanking them for signing up and delivering the promised ebook. This email can also include a call-to-action (CTA) encouraging them to learn more about your product or service.

Additionally, if someone purchases a product or service from you, their contact information can be automatically delivered to your Nimble database via a webhook. Once their details are entered, you can set up an automated email to thank them for their purchase. This email can express gratitude for their business and also request feedback to improve their experience or provide further assistance.

These capabilities allow you to engage with leads immediately after they take action on your website. Without having to manually follow up, automated emails ensure that every lead or contact receives the appropriate message at the right time. This automation helps you stay responsive and attentive, ensuring that no lead goes unnoticed, all while you focus on other tasks.


How to Set Up Automatic Emails After WebForm Submission

Here’s a breakdown of how to set up your automatic email from your web form:

  1. First, your web form needs to be created, once your web form is created Nimble will take you to the webforms settings page
  2. Click the “After Submit Actions” button 
  3. Toggle the on button for the “Post Submission Email” Setting
  4. From here you can craft your email or choose a template you have made.
  5. Thats it!

How to Set Up Automatic Emails After WebHook Interaction 

  1. First, your webhook needs to be created, once your webhook is created and connected to your third-party platform, Nimble will take you to the webhook settings page.
  2. Click the “After Submit Actions” button 
  3. Toggle the on button for the “Post Submission Email” Setting
  4. From here you can craft your email or choose a template you have made.

Get Started with Nimble’s Webform and Webhook Automation!

For more information on using Nimble’s Web Form and Webhook Automation feature, we encourage you to check out this support article, crafted by our expert Customer Success team!


What’s Next For Nimble?

Stay tuned for the latest updates from Nimble! 

We’re excited to roll out new features such as Templates for Email Sequence Automation and Message Threads Redesign soon. These updates aim to elevate Nimble’s capabilities as a complete marketing automation and campaign management solution. Prepare for an even more robust and streamlined experience in handling your campaigns with Nimble! Stay informed about our latest updates by visiting our Product Updates Blog.